Mr Artur Gregorio
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

AG & Associados, Consultores
Avenida Angélica 2503
13o. andar, CJs 135/136
Consolação
São Paulo
São Paulo
01227-200
Brazil

Email: arturgregorio@agassociados.com
Telephone: +55 11 3259 0429
Practice Areas: Charity formation/administration, Civil-law planning (incl foundations), Company formation/management, Compliance/regulation, Cross-border estates, Estate planning/administration, Family business, Family office, Investment, Philanthropy, Rural family, business and agriculture, Tax, Trust planning/administration, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, Succession planning
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Profession:
Accountant / Estate Planner / Financial Planner / Tax Advisor / Wealth Management / Client Relations/Marketing/Sales
Branch/Chapter:
STEP Brazil
Committees:
Brazil Branch Committee
Special Interest Groups:
Business Families | Cross-Border Estates | Digital Assets | International Client | Philanthropy Advisors
Biography:

Founder and Managing Director of AG& Associados, a firm created in 2005 with focus on providing specialized consulting and services to Brazilian ultra high net worth individuals and families that demands succession and tax planning, protection of assets, management of companies and assets, projects implementation and advice on selecting and/or creating family offices.
Previously worked 25 years in the banking industry, as corporate director of the internal auditing and as executive director of private banking, setting up and running an innovative and well succeed platform of wealth management. 
Maintains a broad relationship network with experts of the wealth management industry, such as asset managers, law firms, accountants, auditors, specialized managers and consultants on real estate, agriculture, art and philanthropy in Brazil and abroad.
Experienced with dealing with officials and procedures of Brazilian Internal Revenue Service, Central Bank, Registry Chamber of Companies and Regulators of Capital Markets
Accountant, post-graduate studies in Business Administration and master in Accounting and Controllership by the University of Sao Paulo (USP).

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